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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,054 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,588 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,292 | $73,102+55.0% | $123,553-8.3% | $56,289+101.3% |
| Participation rate | 79.6% | 74.3%+5.3pp | 82.3%-2.6pp | 69.9%+9.8pp |
| Annual return | 10.21% | 3.01%+7.2pp | 119.21%-109.0pp | -9.96%+20.2pp |
| Employer contribution / active EE | $1,736 | $2,977-41.7% | $4,628-62.5% | $2,111-17.7% |
| Participant deferral / active EE | $5,768 | $5,423+6.4% | $6,426-10.2% | $3,350+72.2% |
| Admin fee / account holder | $55 | $554-90.1% | $9,284-99.4% | $521-89.5% |